Display custom data for each company or person in each thread. Display things like their pricing tier, usage, an impersonation button, activation milestones and more to enable an excellent and fast support experience for your customers.

How it works

In your Custom Data settings you specify the endpoint that returns the JSON data of your components. This handler also takes care of fetching and parsing data to be represented. You can also provide headers optionally when creating a Custom Data.

The specified endpoint can handle complex data and integrate multiple data sources. In the end it is important that it returns your customized components structure. The following shows an example using NextJS.

1. Create function

Create the function that serves the request under e.g. pages/api/sidebar/section.ts.

export default async function handler(req: NextApiRequest,
  res: NextApiResponse) {

  return res.status(200).json({
    components: [
      ... // Components structure
    ]
  })
}

2. Integrate data sources

Integrate data sources and fetch all data you want e.g. Stripe, Prisma, etc.

export default async function handler(req: NextApiRequest,
  res: NextApiResponse) {
  // Use emailconst email = (req.body as { email: string; threadId: string }).email;

  // Fetch for customer dataconst customer = await prisma.customer.findUnique({
    where: {
      email,
    },
  });

  // Get subscription from customerconst { items } = await stripe.subscriptions.retrieve(
    customer.subscriptionId
  );

  // Take priceId from first subscriptionconst priceId = items.data[0]?.price.id;

  return res.status(200).json({
    components: [
      {
        // Components structure
        type: "row",
        left: [
          {
            type: "text",
            color: "normal",
            size: "m",
            text: "Current price",
          },
        ],
        right: [
          {
            type: "text",
            color: "muted",
            size: "s",
            text: priceId,
          },
        ],
      },
    ],
  });
}

Request Body

The request body contains:

threadId: string
email: string

Back on the Thread you will find a new section with the title and the data.

Components

We provide you with a set of components including text and button to help you build your custom data integration. Each component needs to be included in a row which is separated by a left and right section for proper vertical and horizontal layout. Choose the attributes you want to apply and add them into a JSON response from your endpoint.

Row

Type	Attributes
Row	`right`, `left`

{
  type: "row",
	left: [
		{ type: "text", color: "normal", size: "m", text: "Threads created" },
		{ type: "text", color: "muted", size: "s", text: "In the last 2 weeks" },
	],
	right: [{ type: "badge", color: "green", text: "25 of 100" }],
}

Text

Type	Attributes
Text	`color`, `size`, `text`

{
  type: "text",
  color: "normal | muted",
  size: "s | m | l",
  text: "Threads created"
}

Badge

Type	Attributes
Badge	`color`, `text`

{
  type: "badge",
  color: "green",
  text: "25 of 100"
}

Spacer

Type	Attributes
Spacer	`size`

{
  type: "spacer",
  size: "s | m | l"
}

LinkButton

Type

Attributes

LinkButton

size, label, url

{
  type: "linkButton",
  label: "View usage",
  url: "https://google.com"
}

CopyButton

Type	Attributes
CopyButton	`value`, `tooltip`

{
  type: "copyButton",
  value: `https://productlane.com/threads/${id}`,
  tooltip: "Copy Productlane thread link"
}

Full example

One full example might look like the following. You need to return this structure from your defined webhook/endpoint in order to be rendered as Custom Sidebar Cards.

const components = [
  {
    type: "row",
    left: [
      { type: "text", color: "normal", size: "m", text: "Threads created" },
      { type: "text", color: "muted", size: "s", text: "In the last 2 weeks" },
    ],
    right: [{ type: "badge", color: "green", text: "25 of 100" }],
  },
  { type: "spacer", size: "m" },
  {
    type: "row",
    left: [{ type: "text", color: "muted", size: "s", text: "MRR" }],
    right: [{ type: "text", color: "normal", size: "m", text: "149" }],
  },
  { type: "spacer", size: "m" },
  {
    type: "row",
    left: [{ type: "text", color: "muted", size: "s", text: "ARR" }],
    right: [{ type: "text", color: "normal", size: "m", text: "1.788" }],
  },
  { type: "spacer", size: "m" },
  { type: "linkButton", label: "View usage", url: "https://google.com" },
];

Custom data

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